Configure Last Claim Date for Air Ticket Policies

Introduction

The Last Claim Date option allows organizations migrating from another system to continue employees' Air Ticket benefit eligibility cycles based on their historical claim records. Instead of calculating eligibility from a common date such as the employee's joining date or probation end date, the policy can use each employee's most recent air ticket claim date.

Before you begin

Ensure that your Air Ticket policy is configured to use Last Claim Date as the eligibility anchor.
Keep the employee's most recent air ticket claim date from the previous system available before assigning the policy.

Configure a policy using Last Claim Date

Navigate to Payroll > Benefits > Air Ticket.
Open the Policies tab.
Click Add Policy or edit an existing policy.
Under Frequency, locate Claim year under this policy starts from.
Select Last Claim Date.

The claim year for each employee will now begin from their individual Last Claim Date.

Assign employees to a Last Claim Date policy

Navigate to Payroll > Benefits > Air Ticket > Employee Assignment.
Locate the employee and click Update Policy under the Actions column.
Select an Air Ticket policy configured with Last Claim Date.
Enter the employee's most recent air ticket claim date in the Last Claim Date field.
Click Save.

The employee's eligibility cycle will be calculated from the entered date.

Import employee assignments with Last Claim Dates

You can assign employees in bulk using the import template.

Navigate to Payroll > Benefits > Air Ticket > Employee Assignment.
Click Import Assignments.
Download the template.
Populate Column E – Last Claim Date using the format DD/MM/YYYY.
Upload the completed file.

Validation rules

Last Claim Date must be entered in DD/MM/YYYY format.
Future dates are not allowed.
Last Claim Date is mandatory when assigning employees to a policy configured with the Last Claim Date option.
Invalid date formats will be rejected during import.